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Broadridge
BR

Overview Fund Activity

765 hedge funds and large institutions have $15.3B invested in Broadridge in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 253 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
-16
Holders Change %
-2.05%
% of All Funds
13.47%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
67
Increased
292
Reduced
253
Closed
73
Calls
$21M
Puts
$13M
Net Calls
+$7.95M
Net Calls Change
-$3.17M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
+$195M
2
MIM
Meridiem Investment Management
United Kingdom
+$94.4M
3
First Trust Advisors
First Trust Advisors
Illinois
+$54.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$42.9M
5
ACM
Alta Capital Management
Utah
+$36.9M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$79.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$63.9M
3
ACM
Atlanta Capital Management
Georgia
-$63.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$36.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
626
Trust Company of Vermont
Vermont
$121K -$7.52K -49 -6%
TFA
627
Toth Financial Advisory
Virginia
$118K – – –
SBL
628
Sargent Bickham Lagudis
Colorado
$118K – – –
HDIM
629
Hanson & Doremus Investment Management
Vermont
$107K – – –
HCP
630
Hexagon Capital Partners
Arkansas
$107K +$97.9K +643 +1,072%
SAM
631
S.A. Mason
Michigan
$103K – – –
WTC
632
WhitTier Trust Company
Nevada
$95K +$21.4K +140 +29%
Acadian Asset Management
633
Acadian Asset Management
Massachusetts
$92K -$268K -1,744 -74%
FHA
634
First Horizon Advisors
Tennessee
$85K – – –
LWANC
635
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K – – –
MA
636
MUFG Americas
New York
$83K -$461 -3 -0.6%
AS
637
Altshuler Shaham
Israel
$79K -$30K -196 -27%
NR
638
Newfound Research
Massachusetts
$78K -$53.3K -347 -41%
WOC
639
West Oak Capital
California
$77K – – –
HCM
640
Highlander Capital Management
New Jersey
$77K – – –
LWA
641
Lowe Wealth Advisors
Maryland
$75K – – –
IA
642
IFP Advisors
Florida
$72K -$4.59K -30 -6%
CCA
643
Column Capital Advisors
Indiana
$71K -$24.6K -160 -26%
GWM
644
Geneos Wealth Management
Colorado
$70K +$158 +1 +0.2%
NIM
645
NuWave Investment Management
New Jersey
$70K +$70K +459 New
BFG
646
Baron Financial Group
New Jersey
$67.8K – – –
RFA
647
Reilly Financial Advisors
California
$67K – – –
BCWM
648
Bartlett & Co Wealth Management
Ohio
$66.1K – – –
BC
649
Bartlett & Co
Ohio
$66K – – –
ST
650
Smithfield Trust
Pennsylvania
$62K -$117K -768 -65%
24 25
26
27 28